Civic Intelligence

Milton H Erickson Foundation Inc.

990 • Fiscal year 2021 • EIN 95-3560037

Apr 01, 2020 to Mar 31, 2021 • Filed on Feb 09, 2022

Organization ProfileWWW.ERICKSON-FOUNDATION.ORG

View Organization Page

2632 E Thomas Road No 200Phoenix, AZ 85016-8220

(602) 956-6196

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

27th percentile

0.04x

Higher debt load relative to assets than 27% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

51st percentile

0.23x

Higher debt load relative to revenue than 51% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

84th percentile

46%

Higher net margin than 84% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

19th percentile

$80,027

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 4.4% of source-year revenue.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

64th percentile

16%

Faster asset growth than 64% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

4th percentile

-52%

Faster revenue growth than 4% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$10,312,620

Up $1,449,310 (+16%) from 2020

Net Assets

Up

$9,897,749

Up $1,047,373 (+12%) from 2020

Liabilities

Up

$414,871

Up $401,937 (+3108%) from 2020

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin84th percentile

Revenue

Down

$1,826,142

Down $1,954,966 (-52%) from 2020

Expenses

Down

$994,131

Down $250,236 (-20%) from 2020

Net Income

Down

$832,011

Down $1,704,730 (-67%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2010: $5,195,294Liabilities 2010: $36,618Net Assets 2010: $5,158,6762010Assets 2011: $5,046,480Liabilities 2011: $28,961Net Assets 2011: $5,017,5192011Assets 2012: $4,906,809Liabilities 2012: $36,601Net Assets 2012: $4,870,2082012Assets 2013: $5,235,011Liabilities 2013: $8,508Net Assets 2013: $5,226,5032013Assets 2014: $5,692,711Liabilities 2014: $8,762Net Assets 2014: $5,683,9492014Assets 2015: $5,565,521Liabilities 2015: $13,225Net Assets 2015: $5,552,2962015Assets 2016: $5,369,033Liabilities 2016: $13,283Net Assets 2016: $5,355,7502016Assets 2017: $4,956,771Liabilities 2017: $15,410Net Assets 2017: $4,941,3612017Assets 2018: $6,836,038Liabilities 2018: $13,521Net Assets 2018: $6,822,5172018Assets 2019: $6,597,973Liabilities 2019: $12,488Net Assets 2019: $6,585,4852019Assets 2020: $8,863,310Liabilities 2020: $12,934Net Assets 2020: $8,850,3762020Assets 2021: $10,312,620Liabilities 2021: $414,871Net Assets 2021: $9,897,7492021Assets 2022: $10,654,904Liabilities 2022: $181,601Net Assets 2022: $10,473,3032022Assets 2023: $10,577,280Liabilities 2023: $190,841Net Assets 2023: $10,386,4392023Assets 2024: $11,371,183Liabilities 2024: $118,593Net Assets 2024: $11,252,5902024Assets 2025: $10,002,391Liabilities 2025: $102,298Net Assets 2025: $9,900,0932025

Highlighted filing

2021

Assets$10,312,620
Liabilities$414,871
Net Assets$9,897,749
Open 2021 Filing

Operations Trend

Revenue Growth4th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$2.0M$0-$2.0MExpenses 2010: $2,242,1442010Revenue 2011: $892,407Expenses 2011: $1,033,565Net Income 2011: -$141,1582011Revenue 2012: $859,018Expenses 2012: $1,006,329Net Income 2012: -$147,3112012Revenue 2013: $1,571,114Expenses 2013: $1,214,819Net Income 2013: $356,2952013Revenue 2014: $2,365,646Expenses 2014: $1,908,200Net Income 2014: $457,4462014Revenue 2015: $801,213Expenses 2015: $949,734Net Income 2015: -$148,5212015Revenue 2016: $839,196Expenses 2016: $1,035,744Net Income 2016: -$196,5482016Revenue 2017: $830,936Expenses 2017: $1,013,710Net Income 2017: -$182,7742017Revenue 2018: $3,258,440Expenses 2018: $2,649,147Net Income 2018: $609,2932018Revenue 2019: $1,118,746Expenses 2019: $1,437,921Net Income 2019: -$319,1752019Revenue 2020: $3,781,108Expenses 2020: $1,244,367Net Income 2020: $2,536,7412020Revenue 2021: $1,826,142Expenses 2021: $994,131Net Income 2021: $832,0112021Revenue 2022: $1,537,870Expenses 2022: $1,169,905Net Income 2022: $367,9652022Revenue 2023: $862,871Expenses 2023: $1,041,417Net Income 2023: -$178,5462023Revenue 2024: $1,211,219Expenses 2024: $1,027,509Net Income 2024: $183,7102024Revenue 2025: $1,411,576Expenses 2025: $1,117,729Net Income 2025: $293,8472025

Highlighted filing

2021

Revenue$1,826,142
Expenses$994,131
Net Income$832,011
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2020 to Mar 31, 2021
Signed
Feb 9, 2022
Return Version
2020v4.2
Gross Receipts
$6,282,155
Mission and Program Overview

Mission

The organization is dedicated to promoting and advancing the contributions made to the health sciences by the late milton h. Erickson, m.d., through training mental health and health professionals world-wide through seminars and maintaining an archive.

The organization is dedicated to promoting and advancing the contributions made to the health sciences by the late milton h. Erickson, m.d., through training mental health professionals and health professionals world wide through seminars and maintaining an archive.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,665,672$7,279,926▲ $1,614,254
Land, Buildings, and Equipment, Net$2,065,128$2,135,287▲ $70,159
Savings and Temporary Cash Investments$696,631$601,925▼ $94,706
Cash and Non-Interest-Bearing Accounts$401,008$195,365▼ $205,643
Inventories for Sale or Use-$62,802-
Prepaid Expenses and Deferred Charges$4,349--
Accounts Receivable$1,481$750▼ $731
Total Assets$8,863,310$10,312,620▲ $1,449,310
Other Assets Total$29,041$36,565▲ $7,524
Liabilities
Unsecured Notes Loans Payable-$218,366-
Deferred Revenue-$128,788-
Other Liabilities$0$34,995▲ $34,995
Accounts Payable and Accrued Expenses$12,934$32,722▲ $19,788
Total Liabilities$12,934$414,871▲ $401,937
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$8,850,376$9,897,749▲ $1,047,373
Total Net Assets Fund Balance$8,850,376$9,897,749▲ $1,047,373
Total Liabilities and Net Assets / Fund Balance$8,863,310$10,312,620▲ $1,449,310

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,907,381$773,532$2,680,913
Leasehold Improvements$206,299$177,840$384,139
Equipment$21,607$151,924$173,531
Other Land Buildings$0$38,511$38,511
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Jeffrey K ZeigPresidentPT$80,027$80,027

Board Members and Trustees

NameTitle
Bernhard TrenkleDirector
Camillo LoriedoDirector
Helen EricksonDirector
Roxanna Erickson-kleinDirector
Chuck TheisenSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$9,207
Program Service Revenue
$651,947
Investment Income
$741,083
Other Revenue
$423,905
All Other Contributions
$9,207
Change in Net Assets
$832,011
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$612,792
Other Expenses$381,339
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$449,130--$449,130
Depreciation Depletion$104,102--$104,102
Current Officers, Directors, Trustees, and Key Employees-$85,042-$85,042
Office Expenses$49,364--$49,364
Fees for Service Investment Mgmnt Fees-$41,538-$41,538
Payroll Taxes$34,500$6,113-$40,613
Other Employee Benefits$38,007--$38,007
Occupancy$24,669--$24,669
Fees for Services Other$21,997--$21,997
Advertising$19,367--$19,367
Information Technology$16,630--$16,630
Fees for Services Legal-$15,715-$15,715
Other Expenses$8,838--$8,838
All Other Expenses$8,095--$8,095
Insurance$4,994$1,955-$6,949
Royalties$5,435--$5,435
Fees for Services Accounting-$4,556-$4,556
Conferences and Meetings$428--$428
Total Functional Expenses$839,212$154,919$0$994,131
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Jeffrey Zeig and Chuck TheisenJeffrey and Chuck Are Board Officers of the Milton Erickson FoundationThe Foundation Entered Into an Asset Purchase Agreement to Purchase Books and Publishing Contracts From Jeffrey and Chuck and Zieg, Tucker & Theisen, Inc.No$60,000
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Tenant Deposits$22,384
Deferred Rent Income$12,611
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Two of the board members have a family relationship.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is reviewed and approved by the organization's management prior to filing.”

Form 990, Part VI, Section B, Line 12C

“The conflict of interest policy is reviewed with the board on an annual basis. The board members sign an acknowledgement of this review and an agreement to abide by the policy.”

Form 990, Part VI, Section C, Line 19

“The governing documents, conflict of interest policy, and financial statements are made available upon request.”

Filing and Contact Details

Filer

Filer Name
The Milton H Erickson Foundation Inc
EIN
95-3560037
Phone
6029566196
Address
2632 E THOMAS ROAD NO 200, PHOENIX, AZ 85016-8220

Signing Officer

Name
Jeffrey K Zeig
Title
President
Phone
6029566196
Signed
2022-02-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeffrey K Zeig
Formed
1980
Legal Domicile
Az
Voting Board Members
6
Independent Board Members
5
Employees
11
Volunteers
5

Preparer

Firm
Henry & Horne Llp
Address
2055 E WARNER ROAD SUITE 101, TEMPE, AZ 85284
Preparer
Colette Kamps CPA
Phone
4808394900
Supplemental Narrative

Additional Explanations

Form 990 Part XII Line 2C

“The process has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“The foundation recognizes uncertain tax positions in the financial statements when it is more likely than not that the positions will not be sustained upon examination by the tax authorities. At march 31, 2021, the foundation had no uncertain tax positions that qualify for either recognition or disclosure in the financial statements.”

Raw XML AppendixShowing 400 of 454 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/OtherExpensesGrp/Desc3REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/ProgramServicesAmt027600
IRS990/OtherExpensesGrp/ProgramServicesAmt113556
IRS990/OtherExpensesGrp/ProgramServicesAmt212500
IRS990/OtherExpensesGrp/ProgramServicesAmt38838
IRS990/OtherExpensesGrp/TotalAmt027600
IRS990/OtherExpensesGrp/TotalAmt113556
IRS990/OtherExpensesGrp/TotalAmt212500
IRS990/OtherExpensesGrp/TotalAmt38838
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt034995
IRS990/OtherRevenueMiscGrp/BusinessCd0611600
IRS990/OtherRevenueMiscGrp/Desc0GAIN ON SALE OF CONFERENCE
IRS990/OtherRevenueMiscGrp/ExclusionAmt0200000
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0200000
IRS990/OtherRevenueTotalAmt0200000
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0449130
IRS990/OtherSalariesAndWagesGrp/TotalAmt0449130
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06113
IRS990/PayrollTaxesGrp/ProgramServicesAmt034500
IRS990/PayrollTaxesGrp/TotalAmt040613
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04349
IRS990/PrincipalOfficerNm0JEFFREY K ZEIG
IRS990/PriorPeriodAdjustmentsAmt050524
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/Desc0SEMINARS AND WORKSHOPS
IRS990/ProgramServiceRevenueGrp/Desc1ARCHIVES AND NEWSLETTERS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0647607
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt14340
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0647607
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt14340
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt013365
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0178615
IRS990/PYOtherExpensesAmt0634004
IRS990/PYOtherRevenueAmt03189793
IRS990/PYProgramServiceRevenueAmt0399335
IRS990/PYRevenuesLessExpensesAmt02536741
IRS990/PYSalariesCompEmpBnftPaidAmt0610363
IRS990/PYTotalExpensesAmt01244367
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03781108
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0832011
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0150267
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0725585
IRS990/RoyaltiesGrp/ProgramServicesAmt05435
IRS990/RoyaltiesGrp/TotalAmt05435
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt045492
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt045492
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0696631
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0601925
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt09207
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt013365
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt038414
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt043108
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt016658
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0120752
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0468868
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0429509
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0109810
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt099499
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt082596
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01190282
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0689724
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0410813
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0797193
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt02945705
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01638114
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt06481549
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0468868
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0429509
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0109810
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt099499
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt082596
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01190282
IRS990ScheduleA/InvestmentIncomeCYPct00.15270
IRS990ScheduleA/InvestmentIncomePYPct00.11030
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt015
IRS990ScheduleA/OtherIncome509Grp/TotalAmt015
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.84730
IRS990ScheduleA/PublicSupportPY509Pct00.88970
IRS990ScheduleA/PublicSupportTotal509Amt06602301
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0698931
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0424178
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0835607
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02988813
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01654772
IRS990ScheduleA/Total509Grp/TotalAmt06602301
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01167799
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0853702
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0945417
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt03088312
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01737368
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt07792598
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt01907381
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0773532
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02680913
IRS990ScheduleD/EquipmentGrp/BookValueAmt021607
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0151924
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0173531
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0206299
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0177840
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0384139
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt038511
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt038511
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt012611
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt122384
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DEFERRED RENT INCOME
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1TENANT DEPOSITS
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION RECOGNIZES UNCERTAIN TAX POSITIONS IN THE FINANCIAL STATEMENTS WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITIONS WILL NOT BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. AT MARCH 31, 2021, THE FOUNDATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02135287
IRS990ScheduleD/TotalLiabilityAmt034995
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0JEFFREY ZEIG AND CHUCK THEISEN
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0JEFFREY AND CHUCK ARE BOARD OFFICERS OF THE MILTON ERICKSON FOUNDATION
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt060000
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0THE FOUNDATION ENTERED INTO AN ASSET PURCHASE AGREEMENT TO PURCHASE BOOKS AND PUBLISHING CONTRACTS FROM JEFFREY AND CHUCK AND ZIEG, TUCKER & THEISEN, INC.
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TWO OF THE BOARD MEMBERS HAVE A FAMILY RELATIONSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS REVIEWED AND APPROVED BY THE ORGANIZATION'S MANAGEMENT PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CONFLICT OF INTEREST POLICY IS REVIEWED WITH THE BOARD ON AN ANNUAL BASIS. THE BOARD MEMBERS SIGN AN ACKNOWLEDGEMENT OF THIS REVIEW AND AN AGREEMENT TO ABIDE BY THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990 PART XII LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt08863310
IRS990/TotalAssetsEOYAmt010312620
IRS990/TotalAssetsGrp/BOYAmt08863310
IRS990/TotalAssetsGrp/EOYAmt010312620
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt09207
IRS990/TotalEmployeeCnt011
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0154919
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0839212
IRS990/TotalFunctionalExpensesGrp/TotalAmt0994131
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt012934
IRS990/TotalLiabilitiesEOYAmt0414871
IRS990/TotalLiabilitiesGrp/BOYAmt012934
IRS990/TotalLiabilitiesGrp/EOYAmt0414871
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt08850376
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt09897749
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0839212
IRS990/TotalProgramServiceRevenueAmt0651947
IRS990/TotalReportableCompFromOrgAmt080027

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,312,620
Liabilities
$414,871
Net assets
$9,897,749
Revenue
$1,826,142
Expenses
$994,131
Net income
$832,011
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$10.0$0.10$9.90$1.41$1.12$0.29
2024Detailed filing. Detailed filing data is available for this year.$11.4$0.12$11.3$1.21$1.03$0.18
2023Detailed filing. Detailed filing data is available for this year.$10.6$0.19$10.4$0.86$1.04$0.18
2022Detailed filing. Detailed filing data is available for this year.$10.7$0.18$10.5$1.54$1.17$0.37
2021Detailed filing. Detailed filing data is available for this year.$10.3$0.41$9.90$1.83$0.99$0.83
2020Detailed filing. Detailed filing data is available for this year.$8.86$0.01$8.85$3.78$1.24$2.54
2019Detailed filing. Detailed filing data is available for this year.$6.60$0.01$6.59$1.12$1.44$0.32
2018Detailed filing. Detailed filing data is available for this year.$6.84$0.01$6.82$3.26$2.65$0.61
2017Detailed filing. Detailed filing data is available for this year.$4.96$0.02$4.94$0.83$1.01$0.18
2016Detailed filing. Detailed filing data is available for this year.$5.37$0.01$5.36$0.84$1.04$0.20
2015Detailed filing. Detailed filing data is available for this year.$5.57$0.01$5.55$0.80$0.95$0.15
2014Detailed filing. Detailed filing data is available for this year.$5.69$0.01$5.68$2.37$1.91$0.46
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.24$0.01$5.23$1.57$1.21$0.36
2012Summary only. Only limited summary data is available for this year.$4.91$0.04$4.87$0.86$1.01$0.15
2011Summary only. Only limited summary data is available for this year.$5.05$0.03$5.02$0.89$1.03$0.14
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.20$0.04$5.16$2.24
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